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iShares US Technology ETF

828 hedge funds and large institutions have $8.47B invested in iShares US Technology ETF in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 290 increasing their positions, 249 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $8.78M

22% more capital invested

Capital invested by funds: $6.94B → $8.47B (+$1.53B)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 249

9% more funds holding

Funds holding: 759828 (+69)

0.37% more ownership

Funds ownership: 66.13%66.5% (+0.37%)

Holders
828
Holders Change
+69
Holders Change %
+9.09%
% of All Funds
13%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.61%
New
108
Increased
290
Reduced
249
Closed
35
Calls
$14.5M
Puts
$8.78M
Net Calls
+$5.68M
Net Calls Change
+$921K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$208K -$2.01M -20,427 -91%
HI
702
Human Investing
Oregon
$208K +$188K +1,912 New
DDC
703
DF Dent & Co
Maryland
$208K +$188K +1,910 New
HKIMG
704
Hutchens & Kramer Investment Management Group
Indiana
$208K +$187K +1,907 New
KWA
705
KCS Wealth Advisory
California
$206K +$186K +1,890 New
NAM
706
NTV Asset Management
West Virginia
$204K +$184K +1,876 New
VCA
707
Verdence Capital Advisors
Maryland
$204K +$184K +1,872 New
FB
708
First Bancorp
Maine
$204K +$184K +1,870 New
EP
709
Edgestream Partners
New Jersey
$202K +$182K +1,853 New
MAS
710
Meeder Advisory Services
Ohio
$201K +$182K +1,849 New
NP
711
Nilsine Partners
Colorado
$201K +$181K +1,844 New
RBC
712
Roble Belko & Company
Pennsylvania
$200K
RFA
713
Resurgent Financial Advisors
Georgia
$197K +$22.5K +229 +14%
CT
714
Caldwell Trust
Florida
$196K
Simplex Trading
715
Simplex Trading
Illinois
$194K +$175K +1,785 New
KFI
716
Key Financial Inc
Pennsylvania
$193K
BCA
717
Bray Capital Advisors
Florida
$192K
PMFA
718
Plante Moran Financial Advisors
Michigan
$186K
WT
719
Washington Trust
Rhode Island
$185K
RMC
720
Resources Management Corp
Connecticut
$182K +$155K +1,574 +1,640%
BAAM
721
Baker Avenue Asset Management
California
$179K +$150K +1,526 +1,304%
PIA
722
Powell Investment Advisors
Florida
$177K
SMA
723
Sage Mountain Advisors
Georgia
$175K
CWC
724
Carolinas Wealth Consulting
North Carolina
$172K +$98 +1 +0.1%
ACA
725
Aptus Capital Advisors
Alabama
$152K

IYW Hedge Fund Activity: Q2 2023 in Review

828 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2023, worth a combined $8.47B — up 22% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IYW positions and 35 closed out — a net gain of 73 holders — while 290 added to existing stakes and 249 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $34.4M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $55.2M sold.

  • 828 institutional investors held iShares US Technology ETF (IYW) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $8.47B of iShares US Technology ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 108 funds opened new iShares US Technology ETF positions in Q2 2023 and 35 closed out, a net change of +73 holders.
  • The largest iShares US Technology ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $34.4M added.
  • The largest iShares US Technology ETF seller in Q2 2023 was Mach-1 Financial Group, an estimated $55.2M sold.

Based on aggregated 13F filings for Q2 2023.